Fund Launch Management demo

What the demo shows

Agents run a mutual fund or ETF launch from idea to first NAV; product leads decide

Each launch is one screen: a row of dependency dominoes in six bands (Board, Registration, Service providers, Exchange listing, Seed, Operations) running to a fixed target, First NAV. Each domino names its owner, an agent or a person, its date and its evidence. When a domino tips, the dominoes it knocks over lean after it with their new dates and the days at risk. Seven agents work behind them: the Launch Conductor plans the critical path from the fund type and re-plans; the Board and Registration agents draft resolutions and N-1A sections with every term cited; the Listing agent prepares ticker, CUSIP and Form 8-A; the Basket agent builds and runs creation-basket test files; the Provider agent chases providers by email and reads their replies in any language; the Readiness agent checks first-NAV readiness and the other agents' fixes. A launch PM proposes each plan and re-plan, the Head of Product approves it with a reason code, counsel signs every filing and the treasurer co-signs every seed movement.

Transcript

1. 0:00Fund Launch Management runs mutual fund and ETF launches to first NAV for asset managers.
2. 0:10953 active ETFs launched in 2025, one late step costs weeks.
3. 0:19Quill Field has 24 launches, each a row of dominoes.
4. 0:24Last night the custodian rejected a basket test file, three unknown bonds.
5. 0:32It knocks over the creation test and the seed, six days at risk.
6. 0:38The basket agent found the bonds, the second agent checked, and four days came back.
7. 0:45For the last two days, the conductor proposes moving the seed a week.
8. 0:52Nadia asks why, reads the cited answer, and approves with a reason.
9. 0:58The treasurer co-signs the wire, and first NAV holds on March 16th.
10. 1:05Every gate, filing, and seed move is cited, signed twice, and logged.
11. 1:1314 slips caught, 38 days recovered, first NAVs on time.
12. 1:20Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.